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Ready-to-Go Folios: Strategy Category

Ready-to-Go Folios Main | See All Folios

Choose from many different investment approaches, ranging from Analysts’ picks to Defensive and even Bear Market folios.

These strategy folios may appeal to investors looking for creative ways to invest.

Last Updated: September 18, 2020
Past performance is no guarantee of future results.

Average Annualized Returns

Folio
Inception
Date
YTD
1 Yr
3 Yr
5 Yr
Since
Incep.
BetterInvesting Top 100 08/04/09 9.43% 17.73% 13.41% 13.88% 14.36%
Military Procurement 06/06/03 -14.34% -9.53% 2.74% 10.59% 13.09%
Defensive Strategy 02/28/08 0.63% 7.36% 11.24% 11.01% 11.03%
Analyst Upgrades 09/07/00 -17.17% -12.71% -2.83% 2.45% 8.81%
Dogs of the Dow 04/05/00 -11.46% -7.63% 2.67% 9.99% 7.79%
Top Ten Buys 03/11/01 5.64% 17.16% 7.40% 7.01% 7.12%
Analyst Growth 09/07/00 -3.05% 2.10% 7.12% 9.99% 5.92%
Low Volatility 02/26/08 2.57% 5.33% 4.48% 4.55% 4.75%
Low Volatility ETF 02/26/08 4.30% 7.60% 4.85% 4.85% 4.62%
Analyst Selections 09/07/00 0.56% 8.39% 6.05% 8.01% 3.47%
Bear Market 1X 02/21/08 -8.43% -13.04% -8.36% -9.46% -10.13%
Bear Market 1.5X 02/21/08 -20.32% -27.21% -17.84% -18.44% -18.63%
Bear Market 2X 02/21/08 -34.76% -43.45% -29.29% -29.32% -28.87%

Past performance is no guarantee of future results.
See how returns are calculated